Reconcile Like Magic

Reconcile Like Magic

Automate weeks of work in minutes.
No errors. No rework. Just results.

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The Problem: Disconnected Data Is Slowing You Down

The Problem: Disconnected Data Is Slowing You Down

Disconnected tools. Messy files. You’re stuck reconciling by hand — again.

Disconnected tools. Messy files. You’re stuck reconciling by hand — again.

Time Drain

Hours lost (and weekends too) just to clean and match data

Data Cleaning

Manual Matching

Error Checking

Hidden Rules
Hidden Rules

Rules buried in fragile spreadsheets no one wants to touch

=IF(AND(A2="",B2=""), "", IF(OR(A2="N/A",B2="N/A"), "Skip", IF(ABS(A2-B2)<0.01, "Match", "Review")))

=IF(AND(A2="",B2=""), "", IF(OR(A2="N/A",B2="N/A"), "Skip", IF(ABS(A2-B2)<0.01, "Match", "Review")))

=IF(AND(A2="",B2=""), "", IF(OR(A2="N/A",B2="N/A"), "Skip", IF(ABS(A2-B2)<0.01, "Match", "Review")))

No Version Control

Changes can break formulas

Rebuilding Logic

Creating the same reconciliation logic over and over, every month

Jan

Feb

Mar

Jan

Feb

Mar

Jan

Feb

Mar

Mistakes Caught Too Late

Errors discovered after the close is already done

Day 3

Initial Close

Day 4

Error Found

Day 5

Reopen Books

Day 14

Final Close

Day 14

Final Close

Day 14

Final Close

The Solution: AI That Understands the Mess

Introducing Emma, your AI Agent who reads spreadsheets like an analyst, understands your logic like a controller, and learns like a pro.

Hey Emma, I need to reconcile our bank accounts with our payments register for March.

Hey Emma, I need to reconcile our bank accounts with our payments register for March.

Hey Emma, I need to reconcile our bank accounts with our payments register for March.

Hey Emma, I need to reconcile our bank accounts with our payments register for March.

Just say what to match

Natural language is enough. Tell Emma how to match data from different sources, and she'll handle the rest.

Logic that sticks

Reuse across clients, months, and messy formats. Emma remembers your reconciliation logic so you don't have to rebuild it.

Smart exception handling

Mismatches flagged with clear resolutions. Identify and fix reconciliation issues early, before they become problems.

Audit-ready, accurate, and secure

Every single time. Complete audit trails, version control, and SOC 2 compliance to keep your data safe.

Popular Use Cases

Our AI-powered reconciliation shines in these common scenarios

Our AI-powered reconciliation shines in these common scenarios

Revenue Reconciliation
Bank & Credit Card Matching
Vendor/Client Payments
Month-End Cleanup

Who It's For

Powerful reconciliation for accounting professionals at every level

Powerful reconciliation for accounting professionals at every level

How It Works

How It Works

Four simple steps to automated reconciliation that saves your team time and reduces errors.

1

Upload Your Files

Our AI learns your reconciliation patterns or you can teach it using simple language. No complex rule setup needed.

Excel

PDF

CSV

API

2

AI Learns Your Logic

Our AI learns your reconciliation patterns or you can teach it using simple language. No complex rule setup needed.

Match transactions by invoice number and amount, even if descriptions vary

3

Instant Matching
Instant Matching

The AI reconciles your data in seconds, identifying matches and flagging only the exceptions that need your attention.

Automatic matches



98%



Exceptions requiring review

2%

4

Review & Export

Review results, handle exceptions, and export audit-ready reconciliation reports with a complete audit trail.

Net Difference

$2.45

Unreconciled amount

Transactions

13

6 bank · 7 Cash Book

Exceptions

4

0 of 4 resolved

Ready to transform your reconciliation process?

Ready to transform your reconciliation process?

Join hundreds of finance professionals saving time and reducing errors with LuminaData.

LuminaData

Reconcile Like Magic

2025 LuminaData. All Rights Reserved

LuminaData

Reconcile Like Magic

2025 LuminaData. All Rights Reserved

LuminaData

Reconcile Like Magic

2025 LuminaData. All Rights Reserved